Schedule Monthly Social Media Posts

Go to Proton email, open the Social Accountant email
1. Click "Download the Templates"
Click "Download the Templates"
2. Click "Download" to save it to PC
Click "Download" to save it to PC
Edit Posts in Canva
3. Click "POSTS (US VERSION)"
Click "POSTS (US VERSION)"
4. Click "Use template for new design"
Click "Use template for new design"
5. Select placeholder text (eg "@reallygreatsite")
Select placeholder text (eg "@reallygreatsite")
6. Copy/Paste placeholder text > Ctrl+F > Replace all with (@JDial_Bookkeeping). Repeat with any other placeholder text.
Copy/Paste placeholder text > Ctrl+F > Replace all with (@JDial_Bookkeeping). Repeat with any other placeholder text.
7. Click "Uploads"
Click "Uploads"
8. Click & Drag photo into frame
Click & Drag photo into frame
9. Click "Share"
Click "Share"
10. Click "See all"
Click "See all"
11. Click "Microsoft PowerPoint"
Click "Microsoft PowerPoint"
12. Select the pages and Click "Download" > Save to PC
Select the pages and Click "Download" > Save to PC
Edit placeholder hashtag text in PPT
13. Open the pptx file on PC
Open the pptx file on PC
14. Click "Enable Editing"
Click "Enable Editing"
15. Select placeholder hashtag text > Ctrl+C to copy
Select placeholder hashtag text > Ctrl+C to copy
16. Ctrl+F > Paste placeholder text > Type new hashtags > Click "Replace All"

#ADHDcoach #BUSINESScoach #PARENTINGcoach #VIRTUALbookkeeper #UTbookkeeper #JDIALBOOKKEEPING

Ctrl+F > Paste placeholder text > Type new hashtags > Click "Replace All"
Get link to images
Go back to Canva
17. Click "Share"
Click "Share"
18. Click "Download"
Click "Download"
19. Select pages > Download png files to PC
Select pages > Download png files to PC
Login to Postly
20. Click "Media Library" > "Cloud"
Click "Media Library" > "Cloud"
21. Create a new folder for the month (delete last month's)
Create a new folder for the month (delete last month's)
Name the folder > Click "Create"
22. Click & Drag image files into Postly in this month's folder
Click & Drag image files into Postly in this month's folder
23. Click "Upload"
Click "Upload"
24. Click box to select all
Click box to select all
25. Click "Export Links"
Click "Export Links"
26. Name the file > Click "Export CSV" to save to PC
Name the file > Click "Export CSV" to save to PC
27. Open the CSV > Copy the image links from column A
Open the CSV > Copy the image links from column A
Open Vista Social Bulk Upload Template in Google Sheets
28. Duplicate the "Editable" tab > Rename the new tab to this month
Duplicate the "Editable" tab > Rename the new tab to this month
29. Paste the links in column C (link)
Paste the links in column C (link)
30. Copy the name column from the CSV into a new (temporary) column in Google Sheets
Copy the name column from the CSV into a new (temporary) column in Google Sheets
Place the Powerpoint from step 12 next to Google Sheets
31. Copy text from ppt > paste into column A (message). Repeat for each post.
warning-filled
The ppt images start at 1, but the Google Sheet row starts with 2 - be sure to place the message in the correct row!
Copy text from ppt > paste into column A (message). Repeat for each post.
32. Click "R2" > edit the formula with the current year and monthDATE(yyyy, mm, ....) > Be sure to change all dates
Click "R2" > edit the formula with the current year and monthDATE(yyyy, mm, ....) > Be sure to change all dates
33. Open the Content Strategy Calendar
Open the Content Strategy Calendar
Open the Social Accountant Social Strategy Calendar
34. Select the date to schedule each row - follow social calendar
warning-filled
Some posts (eg holiday posts) must be on specific dates
Select the date to schedule each row - follow social calendar
35. Delete columc C (name)
Delete columc C (name)
Edit Stories in Canva > Add to Google Sheet
36. Open the Social Accountant PDF > Click "STORIES" > Edit placeholder text and photos as before
Open the Social Accountant PDF > Click "STORIES" > Edit placeholder text and photos as before
37. Click "Share" > Download as mp4 (must download each page individually on free plan)
Click "Share" > Download as mp4 (must download each page individually on free plan)
Go back to Postly
38. Upload the mp4 files into Postly cloud > Select files > Export Links
Upload the mp4 files into Postly cloud > Select files > Export Links
39. Copy the links from the CSV
Copy the links from the CSV
40. Paste links in Google Sheet > "video" in column B > "STORY" in columns H & J > "placeholder" in column A > select dates
Paste links in Google Sheet > "video" in column B > "STORY" in columns H & J > "placeholder" in column A > select dates
41. Save sheet as CSV
Save sheet as CSV
Go back to Vista Social
42. Click "Create" > "Bulk Publishing"
Click "Create" > "Bulk Publishing"
43. Click "Import from CSV "
Click "Import from CSV "
44. Click "Upload CSV File" > Select the bulk CSV you just made
Click "Upload CSV File" > Select the bulk CSV you just made
45. Click "placeholder"
Click "placeholder"
46. Delete "placeholder"
Delete "placeholder"
47. Confirm "Publish as Story" is selected > Click "Save Changes"
Confirm "Publish as Story" is selected > Click "Save Changes"
48. Click "Select All"
Click "Select All"
49. Click "Next"
Click "Next"
50. Click "Schedule"
Click "Schedule"
Add Faceless Reels
51. Click "Canva Reel"
Click "Canva Reel"
52. Edit placeholder text and photos as before
Edit placeholder text and photos as before
53. Download mp4 > Repeat with other reels
Download mp4 > Repeat with other reels
54. Edit placeholder text in the notes


#ADHDcoach #BUSINESScoach #PARENTINGcoach #VIRTUALBOOKKEEPER #UTbookkeeper #JDIALBOOKKEEPING

Edit placeholder text in the notes
In Vista Social
55. Click "Create" > "Bulk Publishing"
Click "Create" > "Bulk Publishing"
56. Click "Import Media"
Click "Import Media"
57. Click "Add Videos" > "Upload from computer" > Select files
Click "Add Videos" > "Upload from computer" > Select files
58. Click into one of the reels
Click into one of the reels
59. Paste the text from Canva > Select a date/time > Publish as Reel > Save Changes
Paste the text from Canva > Select a date/time > Publish as Reel > Save Changes
60. Click "Next"
Click "Next"
61. Click "Schedule"
Click "Schedule"